Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
2023
Q2
$238K Sell
2023
Q1
$285K Sell
2022
Q4
$430K Sell
2022
Q3
$576K Sell
2022
Q2
$979K Sell
2022
Q1
$1.7M Sell
2021
Q4
$1.69M Sell
2021
Q3
$1.58M Sell
2021
Q2
$1.84M Sell
2021
Q1
$1.81M Buy
2020
Q4
$1.66M Buy
2020
Q3
$1.19M Buy
2020
Q2
$867K Sell
2020
Q1
$2.42M Sell
2019
Q4
$2.81M Sell
2019
Q3
$3.35M Sell
2019
Q2
$3.21M Buy
2019
Q1
$2.5M Buy
2018
Q4
$1.86M Buy
2018
Q3
$937K Buy
2018
Q2
$123K Buy